Sterling Hirsch
Advanced Planning Lead Collective VFO
Sterling founded Collective VFO to address a gap in advisory work: business owners with good, but disconnected, individual advisors. He leads advanced planning for high-net-worth business owners/families, coordinating implementation with CPA partners across tax, legal, estate, and business planning.
Blog by Sterling Hirsch
Most CPAs assume becoming more proactive means starting over. It doesn't. Here's what the shift actually requires - and what it doesn't.
Most CPAs think becoming more proactive means adding new service lines. The firms actually getting ahead figured out a different approach - and it doesn't require more overhead.
Most CPAs know they want to be more proactive. Fewer know what actually changes when they get there - in the room, in the revenue, and in how clients see them
Tax season just ended. Here's why some CPA firms are breaking out of reactive compliance work - and what a proactive planning model actually looks like.
This year, the market is rewarding the right approach. Clients are tired of being sold and are seeking advisors who educate, plan proactively, and coordinate across tax, legal, and financial disciplines. The CPAs who have stayed true to integrity-first planning are the ones winning right now.
The market is rewarding proactive advisors. Learn why clients are gravitating toward CPAs and advisors who focus on education, suitability, and strategic coordination this Q4.
The TCJA sunset everyone was preparing for didn't happen. Here's how the OBBBA changed the landscape - and which estate, charitable, and business planning strategies still matter.
A 1031 exchange is often the first strategy discussed when real estate gains are involved - but rarely the only one worth considering. Here's what a more complete planning conversation looks like.
Standard retirement accounts fall short for high-income business owners. Here's how entity structuring, defined benefit strategies, and coordinated planning can protect more of what you've built.
Most business owners only think about taxes when deadlines arrive. Here's why year-round tax planning produces better outcomes - and what a proactive approach actually looks like.
